Teams - Make a New Approval Request Tutorial
Make a new approval request with ease thanks to the Approval application on Microsoft Teams. Structure your requests and send them to your manager in just a few clicks. Find out how to make the approval process simpler and more efficient.
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Add Conditional “Switch” Actions in Power Automate
- 03:58
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Add Conditional “IF” Actions in Power Automate
- 03:06
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Create an Approval Flow with Power Automate
- 03:10
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Create a Scheduled Flow with Power Automate
- 01:29
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Create an Instant Flow with Power Automate
- 02:18
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Create an Automated Flow with Power Automate
- 03:28
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Create a Simple Flow with AI Copilot
- 04:31
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Create a Flow Based on a Template with Power Automate
- 03:20
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Discover the “Build Space”
- 02:26
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The Power Automate Mobile App
- 01:39
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Familiarize Yourself with the Different Types of Flows
- 01:37
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Understand the Steps to Create a Power Automate Flow
- 01:51
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Discover the Power Automate Home Interface
- 02:51
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Access Power Automate for the Web
- 01:25
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Understand the Benefits of Power Automate
- 01:30
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Add a third-party application
- 02:40
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Send a survey or questionnaire by email
- 02:06
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Collaborate directly during an event with Microsoft Loop and Outlook
- 02:01
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Create a collaborative email with Microsoft Loop and Outlook
- 02:30
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Streamline Note-Taking with OneNote and Outlook
- 01:03
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Create your reservation page for appointment booking (Bookings)
- 03:17
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Share a document securely with Outlook
- 02:21
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Block a sender
- 01:54
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Identify a fraudulent email
- 02:06
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Prevent transfer for a meeting
- 01:19
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Prevent the forwarding of an email
- 01:01
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Protect an email by encrypting
- 01:10
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Provide an overview of best security practices in Outlook
- 01:08
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Recover deleted items
- 01:09
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Recall or replace an e-mail message
- 01:45
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Respond to invitations as a delegate
- 02:55
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Use a Shared Mailbox
- 01:18
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Create and Manage Appointments in Delegated Calendars
- 02:04
- Viewed 67 times
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Send Emails on Behalf of Someone Else
- 01:13
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Mailbox Delegation Setup
- 01:59
- Viewed 55 times
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Calendar Delegation Setup
- 01:21
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Grant delegate access in Microsoft 365 administration
- 01:23
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Make changes to a text
- 01:05
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Consult the adoption of Copilot through Viva Insights
- 00:52
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Search from emails with Copilot
- 00:53
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Using Copilot in OneNote with Right-Click
- 01:21
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Organizing OneNote with Copilot
- 00:46
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Tracking changes in a Loop page with Copilot
- 01:16
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Summarizing a Loop Page with Copilot
- 00:55
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Generating Loop Content with Copilot
- 01:18
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Send invitations or reminders with Copilot
- 00:53
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Generate formulas from a concept
- 01:02
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Analyzing a OneDrive file with Copilot
- 01:25
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Analyzing multiple OneDrive documents with Copilot
- 01:01
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Use the Meeting Dashboard
- 02:48
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Respond to a Meeting Poll
- 01:30
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Create a Meeting Poll
- 02:48
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Display Three Time Zones
- 01:52
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View Other Calendars
- 00:50
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Open a Shared Calendar
- 01:29
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Share Your Calendar
- 01:54
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Use the Scheduling Assistant
- 01:42
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Use the Immersive Reader Feature
- 01:33
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Dictate Your Email to Outlook
- 01:35
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Translate Emails in Outlook
- 01:32
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Make Your Outlook Signature Accessible
- 01:12
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Add Accessible Tables and Lists
- 02:32
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Improve the Accessibility of Images in Emails
- 01:18
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Improve Email Accessibility
- 02:02
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Send Automatic Out-of-Office Replies
- 02:22
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Prepare for Time Out of Office (Viva Insights)
- 02:08
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Respect Your Colleagues' Off Hours (Viva Insights)
- 01:27
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Delay Email Delivery
- 01:10
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Use Conversation View
- 01:47
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Clean Up Your Inbox
- 01:18
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Organize Your Messages with Rules
- 02:01
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Use Categories
- 02:51
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Easily Sort Your Mails
- 01:38
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Automate Routine Actions
- 02:19
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Create an Email Template
- 01:40
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Create a task from a message
- 02:00
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Share a task list
- 03:10
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Create a task or reminder
- 01:50
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Task Module Overview
- 01:56
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Manage Teams online meeting options
- 01:56
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Edit or delete an appointment, meeting or event
- 01:50
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Create a reminder for yourself
- 01:59
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Respond to a meeting
- 01:00
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Create an appointment or meeting
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Create different types of events
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Edit and customize views
- 01:55
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Presentation and introduction to the calendar
- 01:35
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Search options
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Sort and filter emails
- 02:51
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Request a Read Receipt or Delivery Confirmation
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The Bcc Field in Detail
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Save and Print a Message
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Insert Elements in Emails (Tables, Charts, Images)
- 02:49
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Attach files efficiently in Outlook
- 02:20
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Process an incoming message
- 01:53
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Send an Email and Create a Draft in Outlook
- 03:10
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Organize into Folders
- 01:57
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Set Your Work Hours in Outlook
- 02:02
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Create and add a signature to messages
- 01:26
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Manage new message notifications
- 01:40
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Change the default font of your emails
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Manage Views
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Add and manage multiple accounts on Outlook
- 01:24
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Explore the Interface
- 03:22
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Introduce the new version of Outlook
- 02:01
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Survey Consumer Satisfaction Panel with ChatGPT
- 01:55
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Enhance Your Product on Social Media with ChatGPT
- 02:13
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Write a Product Description with ChatGPT
- 02:30
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Structure Your Product Launch Project
- 01:51
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Initiate a Market Research Study with ChatGPT
- 02:08
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Manage Storage Space
- 02:08
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Synchronize Your Teams and SharePoint Files on Your Computer
- 01:29
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Use Documents in a Synchronized Library Folder
- 01:32
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Make a File Request
- 01:24
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Restore Your OneDrive Space
- 01:42
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Find All Shares from the Same Person
- 01:08
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Modify Sharing Rules
- 00:53
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Check Granted Shares
- 00:48
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Protect My Document with a Password and Expiration Date
- 01:02
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Avoid Abusive Document Sharing
- 00:57
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Best Security Practices on OneDrive
- 01:27
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Use Recycle Bins to Restore Documents
- 01:49
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Search for Documents
- 01:31
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Use Document History or Restore a Document to a Previous Version
- 02:11
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Discover the Meaning of OneDrive Icons
- 02:16
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Sync OneDrive with a Computer
- 02:38
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Edit, Delete a Share
- 02:16
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Share and Collaborate OneDrive
- 02:45
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Power and Manage OneDrive
- 01:36
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What is OneDrive ?
- 01:14
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Objectifs :
This document aims to provide a comprehensive guide on how to use the Approval application in Microsoft to create and manage approval workflows effectively. It will cover the steps to access the application, create approval requests, and manage them efficiently.
Chapitres :
-
Introduction to the Approval Application
The Approval application in Microsoft is designed to streamline the process of creating workflows for approval requests. This tool simplifies the task of submitting requests to managers, ensuring that the approval process is efficient and organized. -
Accessing the Approval Application
To find the Approval application, follow these steps: - Click on 'Apps' in the left menu of your Microsoft interface. - In the search bar, type 'Approval'. - Click on 'Open' if you have already installed it, or follow the prompts to install it if necessary. - If you plan to use the application regularly, consider pinning it to your menu for easy access. -
Navigating the Application Interface
Once you are on the application interface, you will have full access to options for making requests and managing approval requests. You can choose to create a request using the DAB Science Software, Docu Science Software, or utilize a template for your needs. -
Creating an Approval Request
To create an approval request, follow these steps: 1. Click on 'New Approval Request'. 2. Select 'Basic Request' to start. 3. Provide a clear and explicit description of your request. 4. Enter the names of the individuals who need to approve the request. 5. Set the priority level as necessary. 6. Click on 'Send' to submit your request. Your request will then be available in the 'My Requests' tab for tracking and management. -
Conclusion
The Approval application is a powerful tool for managing approval workflows within your organization. By following the steps outlined in this guide, you can efficiently create and manage approval requests, ensuring that all necessary approvals are obtained in a timely manner.
FAQ :
What is the purpose of the Approval application?
The Approval application is designed to streamline the process of submitting and managing approval requests within an organization, making it easier for users to get necessary consents.
How do I find the Approval application?
You can find the Approval application by clicking on 'Apps' in the left menu and typing 'Approval' in the search bar.
What should I do if I plan to use the Approval application regularly?
If you plan to use the Approval application regularly, you can pin it to your menu for easier access.
What information do I need to provide when making an approval request?
When making an approval request, you need to provide a clear description of the request, the names of the individuals who need to approve it, and the priority level of the request.
Can I use templates for approval requests?
Yes, you can use templates for approval requests, which can help standardize the process and save time.
Where can I find my submitted requests?
You can find your submitted requests in the '100 Tab' within the application interface.
Quelques cas d'usages :
Submitting a Purchase Approval Request
In a corporate setting, an employee needs to purchase new software. They can use the Approval application to submit a purchase request, specifying the software details, the reason for the purchase, and the priority level. This ensures that the request is reviewed and approved by the necessary managers before proceeding with the purchase.
Requesting Leave Approval
An employee planning to take a vacation can use the Approval application to submit a leave request. They fill out the necessary details, including dates and reason for leave, and send it to their manager for approval. This process helps maintain clear communication and documentation of leave requests.
Project Budget Approval
A project manager needs to secure funding for a new project. They can create an approval request using the Approval application, detailing the budget, project goals, and expected outcomes. This formal request allows for proper review and allocation of resources.
Standardizing Approval Processes
An organization can implement the Approval application to standardize various approval processes across departments. By using templates and clear workflows, they can ensure consistency and efficiency in handling requests, reducing delays and misunderstandings.
Glossaire :
Approval
A formal agreement or consent to proceed with a request or action, often required in organizational processes.
Workflow
A sequence of processes through which a piece of work passes from initiation to completion, often involving multiple tasks and approvals.
Application
A software program designed to perform specific tasks for users, such as managing requests or approvals.
Interface
The point of interaction between the user and the application, where users can input data and receive feedback.
Template
A pre-designed format or structure that can be used as a starting point for creating documents or requests.
Priority Level
A classification that indicates the urgency or importance of a request, helping to determine the order in which requests should be addressed.
DAB Science Software
A specific software tool used for managing scientific data and processes, mentioned in the context of making requests.
Docu Science Software
Another software tool referenced for managing documentation and requests in a scientific context.